DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
R••••••••• P••• f•• E•••••••• o• B••••• M••••• I•••••••• C••••••
Corporate pensionMilwaukee, WI
Assets
$13.0M
Total assets, Dec 31, 2025 reported
Funded
87.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: B••••• M••••• I•••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.9%
- Registered investment companies 97.3%
Consultants and advisers
4 firms
- S••••••• P••• A••••••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- T•• S•••••• E••••••••• L•• Investment adviser (plan)through Dec 31, 2025 Form 5500
- S••••••• B••••••• G••••• L•• Actuarythrough Dec 31, 2025 Form 5500
- N••••• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
44 readings
Total assets
$12.5M (2024-12) · $12.3M (2023-12) · $11.9M (2022-12)
Plan assets
$12.3M (2024-01) · $11.9M (2023-01) · $13.6M (2022-01)
Net assets
$12.5M (2024-12) · $12.3M (2023-12) · $11.9M (2022-12)
Funding target
$13.4M (2024-01) · $13.7M (2023-01) · $13.9M (2022-01)
Discount rate
5.14% (2024-01) · 5.22% (2023-01) · 5.40% (2022-01)
Contributions
$400,000 (2024-12) · $600,000 (2023-12) · $800,000 (2022-12)
Benefits paid
$1.0M (2024-12) · $1.0M (2023-12) · $1.0M (2022-12)
Net investment income
$187,437 (2024-12) · $338,477 (2023-12) · $-1.6M (2022-12)
Investment management fees
$24,056 (2024-12) · $22,739 (2023-12) · $64,158 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 131 | $12.4M | $12.7M | 87.6% | $13.0M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 135 | $12.3M | $13.4M | 86.4% | $12.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 139 | $11.9M | $13.7M | 87.5% | $12.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 141 | $13.6M | $13.9M | 91.4% | $11.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• P••• A••••••• codes 27 50 $25,109 PY2025
- S••••••• P••• A••••••• codes 27 50 $23,858 PY2025
- T•• S•••••• E••••••••• L•• codes 27 50 $18,181 PY2025
- S••••••• B••••••• Group, Inc. codes 11 50 $16,885 PY2025
- Charles Schwab & Co., Inc. codes 50 59 PY2025
- N••••• codes 11 PY2025
- S••••••• P••• A••••••• codes 27 50 $47,969 PY2024
- S••••••• B••••••• Group, Inc. codes 11 50 $15,191 PY2024
- T•• S•••••• E••••••••• L•• codes 27 50 $8,865 PY2024
- Charles Schwab & Co., Inc. codes 50 59 PY2024
- N••••• codes 11 PY2024
- S••••••• P••• A••••••• codes 27 50 $46,288 PY2023
- S••••••• B••••••• Group, Inc. codes 11 50 $14,085 PY2023
- T•• S•••••• E••••••••• L•• codes 27 50 $8,654 PY2023
- Charles Schwab & Co., Inc. codes 50 59 PY2023
- N••••• codes 11 PY2023
- S••••••• P••• A••••••• codes 27 50 $48,490 PY2022
- S••••••• B••••••• Group, Inc. codes 11 50 $26,920 PY2022
- T•• S•••••• E••••••••• L•• codes 27 50 $15,668 PY2022
- Charles Schwab & Co., Inc. codes 50 59 PY2022
- N••••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedR••••••••• P••• f•• E•••••••• o• B••••• M••••• I•••••••• C•••••• funded ratio 91.4% -> 87.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedR••••••••• P••• f•• E•••••••• o• B••••• M••••• I•••••••• C•••••• plan assets $14M -> $12M (-12.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390143380-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.